Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,000 | $97,020-85.6% | $83,327-83.2% | $135,380-89.7% |
| Participation rate | 38.5% | 80.4%-41.9pp | 77.8%-39.3pp | 82.6%-44.2pp |
| Annual return | -9.65% | 12.31%-22.0pp | 10.64%-20.3pp | 519.81%-529.5pp |
| Employer contribution / active EE | $969 | $4,144-76.6% | $3,379-71.3% | $4,779-79.7% |
| Participant deferral / active EE | $1,130 | $5,964-81.1% | $5,565-79.7% | $5,609-79.9% |
| Admin fee / account holder | $5,269 | $8,426-37.5% | $7,540-30.1% | $10,828-51.3% |